IUSS
Invesco RAFI Strategic US Small Company ETFIUSS Fund Description
IUSS tracks an index of small-cap US stocks selected by fundamental and quality metrics and weighted by firm size.
IUSS Factset Analytics Insight
IUSS offers two main distinctions in its exposure to stocks from small US firms. First, it ignores market cap as the primary means of determining whether a company is large or small. Instead, it ranks by fundamental metrics: revenue, operating cash flow, dividends & buybacks, and book value. Second, IUSS screens for quality, using the current levels and historical growth of sales/assets. To be included in the index, stocks must rank in the top 90% by business-size score and, of those 80% with the highest quality score. The objective is to capture high quality, small-cap US stocks. The index is reconstituted annually.
IUSS MSCI ESG Analytics Insight
Invesco RAFI Strategic US Small Company ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.99 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Invesco RAFI Strategic US Small Company ETF ranks in the 27th percentile within its peer group and in the 29th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IUSS MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
IUSS Summary Data
IUSS Portfolio Data
IUSS Index Data
IUSS Portfolio Management
IUSS Tax Exposures
IUSS Fund Structure
IUSS Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IUSS. IUSS is rated a 5 out of 5.
IUSS Tradability
IUSS Sector/Industry Breakdown
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IUSS Top 10 Holdings[View All]
IUSS Countries
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IUSS Regions
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IUSS Economic Development
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IUSS Performance Statistics
IUSS MSCI ESG Ratings
IUSS Benchmark Comparison Summary
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IUSS Benchmark Comparison Market Cap Size
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Terms of Use
MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.